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Spencer Alec Shoemaker

Avalon Wealth Advisory, Inc.

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About Spencer Alec Shoemaker

Spencer Alec Shoemaker is a financial advisor associated with Avalon Wealth Advisory, Inc., a firm that provides financial planning and selection of other advisers services. Spencer Alec Shoemaker is registered with Indiana. Spencer Alec Shoemaker is a Certified Financial Planner. Spencer Alec Shoemaker has experience in the financial services industry since January 2017.

Firm Information

Spencer Shoemaker is currently registered with Avalon Wealth Advisory, Inc.. Avalon Wealth Advisory, Inc. is an investment advisory firm that provides financial planning and selection of other advisors services. They have 7 investment adviser representatives.

Not reported

Assets Under Management

188

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Spencer Shoemaker’s Registration & Firm History

IN

02/27/2020 - Present

Avalon Wealth Advisory, Inc. (INDIANAPOLIS IN)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Spencer Alec Shoemaker.
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